Standard Chartered Money Insights

Daniel discusses how potential BoJ intervention is unlikely to deter the rising trend in USD/JPY, until concrete steps from the Fed and the BoJ reverse the trend.

Speaker:

- Daniel Lam, Head of Equity Strategy, Standard Chartered Bank

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Daniel discusses the positive price actions in India since the sharp fall post the elections, and why India is likely to emerge stronger in the long-term.

Speaker:

- Daniel Lam, Head of Equity Strategy, Standard Chartered Bank

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Daniel discusses the first round of the French elections, the possibility of a "hung parliament", and the investment implications.

Speaker:

- Daniel Lam, Head of Equity Strategy, Standard Chartered Bank

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Daniel talks about the important “Third Plenum” in the middle of July 2024, and what it means for Chinese equities.

Speaker:

- Daniel Lam, Head of Equity Strategy, Standard Chartered Bank

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Manpreet speaks to Audrey about how investors should plan around upcoming political events, why we remain Overweight the US tech sector and where USD/JPY is likely to go from here.

Speakers:
- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
- Audrey Goh, Head of Asset Allocation,  Standard Chartered Bank

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Zhong Liang speaks to Manpreet about our outlook for bonds and currencies in H2 2024.

 Download our H2 2024 Outlook (in-brief) here.

Speaker: 
- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
- Zhong Liang Han, Investment Strategist, Standard Chartered Bank

For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel discusses the structural shift in Emerging Market debt, and why there are pockets of value in areas such as EM US Dollar-denominated government debt.

Speaker:

- Daniel Lam, Head of Equity Strategy, Standard Chartered Bank

For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Zhong Liang speaks to Audrey about the merits of balanced portfolios and how they stack up against income portfolios.

Download our H2 2024 Outlook (in-brief) here.

Speaker:

- Audrey Goh, Head of Asset Allocation,  Standard Chartered Bank
- Zhong Liang Han, Investment Strategist, Standard Chartered Bank

For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel discusses how US economic data continues to outperform vs. other regions, and how it lends tailwind to the “tried-and-tested” investment themes in US equities.

Speaker:

- Daniel Lam, Head of Equity Strategy, Standard Chartered Bank

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Zhong Liang speaks to Daniel and Fook Hien about our outlook for equities in H2 2024, including our regional and sector preferences.

Download our H2 2024 Outlook (in-brief) here.

Speaker:

- Daniel Lam, Head of Equity Strategy, Standard Chartered Bank
- Fook Hien Yap, Senior Investment Strategist, Standard Chartered Bank
- Zhong Liang Han, Investment Strategist, Standard Chartered Bank

For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.